Seminar Solution Sets
Fill your sales pipeline with qualified prospects
- Single-Session Seminars
- One-on-One Presentations
- Webinar Presentations
- Updated Seminar Content
- FINRA Reviewed
Detailed Information
Gain access to a seminar package that addresses various aspects of an important financial topic. Sets include one to two Single-Session Seminars and one to three Webinars & Presentations, depending on the topic. The entire Webinars & Presentations collection is also available as the One-on-One Collection.
This solution is included in these Packages:
Available Seminar Solution Sets
Annuities
Includes two Webinars & Presentations:
Approaching Retirement
Includes one Single-Session Seminar:
Includes three Webinars & Presentations:
- Social Security Opens a new window
- Estate Planning Basics Opens a new window
- Planning for Long-Term Care Opens a new window
Business Owners
Includes two Webinars & Presentations:
- Business Continuation Planning Opens a new window
- Your Employer-Sponsored Retirement Plan Opens a new window
College Funding
Includes one Single-Session Seminar:
Includes one Webinar & Presentation:
Estate Planning
Includes one Single-Session Seminar:
Includes three Webinars & Presentations:
- Estate Planning Basics Opens a new window
- Advanced Estate Planning Opens a new window
- Special Needs Planning Opens a new window
Financial Management
Includes one Single-Session Seminar:
Includes one Webinar & Presentation:
Hot Topics
Includes three Single-Session Seminars:
- Tax Planning and Your Retirement Opens a new window
- Surviving Market Swings Opens a new window
- How Health Can Affect Your Wealth in Retirement Opens a new window
Investment
Includes one Single-Session Seminars:
Includes one Webinar & Presentation:
Retirement
Includes one Single-Session Seminar:
Includes two Webinars & Presentations:
Retirement Income
Includes one Single-Session Seminar:
Includes one Webinar & Presentation:
Social Security
Includes one Single-Session Seminar:
Includes one Webinar & Presentation:
Starting Out
Includes one Single-Session Seminar:
Includes two Webinars & Presentations:
Women’s Finance
Includes one Single-Session Seminar:
Includes two Webinars & Presentations:
One-on-One Collection
Includes all 17 Webinars & Presentations
Product Features
Presentation Features
- Full-color, 20+ slide PowerPoint presentation with script; provides content for 30-minute meeting
- Video introduction to promote seminar via email or website
- FINRA-reviewed material
- Interactive client workbook
- Coordinating seminar invitation
- One-on-One Collection includes access to entire Presentations library
Single-Session Seminar Features
- Full-color, 50- to 72-slide PowerPoint presentation with script; provides content for a 50- to 75-minute seminar
- FINRA-reviewed material
- Annual updates
- Four-color, 20-page participant workbook, with personalized branding available
- Marketing materials: letter, flyer, invite postcard
Other Popular Solutions
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| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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